Work with Responsibility Centres

Responsibility centres provide the ability to handle administrative centres. A responsibility centre can be a cost centre, a profit centre, an investment centre, or other company-defined administrative centre. Examples of responsibility centres are a sales office, a purchasing department for several locations, and a plant planning office. Using this functionality, for example, companies can set up user-specific views of sales and purchase documents related exclusively to a particular responsibility centre.

Using multiple locations together with responsibility centres provides the ability to manage business operations in the most flexible, yet optimal way.

Multiple locations allows companies to manage their inventory in multiple locations using one database. Two concepts, locations and stockkeeping units, are the cornerstones of this granule. A location is defined as a place that handles physical placement and quantities of items. The concept is broad enough to include locations such as plants or production facilities as well as distribution centres, warehouses, showrooms and service vehicles. A stockkeeping unit is defined as an item at a specific location and/or as a variant. Using stockkeeping units, companies with multiple locations are able to add replenishment information, addresses, and some financial posting information at the location level. As a result, they have the ability to replenish variants of the same item for each location as well as to order items for each location on the basis of location-specific replenishment information.

To set up a responsibility centre

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Responsibility Centres, and then choose the related link.

  2. Choose the New action.

  3. Fill in the fields as necessary. Hover over a field to read a short description.

    If you are using responsibility centres to administer your company, it can be useful to have a default responsibility centre for your company.

  4. Choose the Lightbulb that opens the Tell Me feature. icon, enter Company Information, and then choose the related link.

  5. In the Responsibility Centre field, enter a responsibility centre code.

This code will be used on all purchase, sales, or service documents, if the user, customer, or supplier has no default responsibility centre. On any sales, purchase, or service document, you can enter another responsibility centre than the default.

Note

When you enter a responsibility centre code on a document, it affects the address, dimensions, and prices on the document.

To assign responsibility centres to users

You can set up users so that in their daily routines application retrieves only the documents relevant for their particular work areas. Users are usually associated with one responsibility centre and work only with documents related to specific application areas at that particular centre.

To set this up, you assign responsibility centres to users in three functional areas: Purchases, Sales, and Service Management.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter User Setup, and then choose the related link.
  2. On the User Setup page, select the user you want to assign a responsibility centre to. If the user not is on the list, you must enter a user ID in the User ID field.
  3. In the Sales Resp. Ctr. Filter field, enter the responsibility centre where the user will have tasks related to sales.
  4. In the Purchase Resp. Ctr. Filter field, enter the responsibility centre where the user will have tasks related to purchasing.
  5. In the Service Resp. Ctr. Filter field, enter the responsibility centre where the user will have tasks related to service management.

Note

Users can view only those posted documents that related to their own responsibility centre. However, they can view all ledger entries and navigate to other posted documents from the ledger entries.

See also

Setting Up Inventory
Setting Up Warehouse Management
Inventory
Warehouse Management
Design Details: Warehouse Management
Work with Business Central